DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Bruce Alan Dipietro
Chartered Financial Analyst
Feed of 09/15/2026
Also filed as Bruce Dipietro
At current firm
0 y
since Oct 21, 2025
In the industry
32 y
since Sep 2, 1994 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Concurrent Investment Advisors, LLC independent RIA currentsince Oct 21, 2025 · Tampa, Fl
- Brookshire Wealth Management unclassifiedSep 13, 2022 to Dec 31, 2025 · Canton, Oh
- Wealthsource? formerSep 12, 2021 to Nov 30, 2022 · Canton, Oh
- Southport Capital formerMar 4, 2021 to Nov 16, 2021 · Canton, Oh
- Brookshire Wealth Management unclassifiedFeb 8, 2018 to Mar 29, 2021 · Canton, Oh
- Sivel Capital Management, Inc unclassifiedJul 23, 2015 to Feb 22, 2018 · Canton, Oh
- Citicorp Investment Services unclassifiedOct 24, 2006 to May 29, 2007 · Boston, Ma
- Columbia Management Advisors, Inc. unclassifiedSep 8, 2003 to Sep 2, 2004 · Providence, Ri
Moves
a registration end followed by a registration begin elsewhere
- Brookshire Wealth Management to Concurrent Investment Advisors, LLCleft Dec 31, 2025, registered Oct 21, 2025 (-71 days) · Other · moved with a team
- Wealthsource? to Brookshire Wealth Managementleft Nov 30, 2022, registered Sep 13, 2022 (-78 days) · Other · moved with a team
- Southport Capital to Wealthsource?left Nov 16, 2021, registered Sep 12, 2021 (-65 days) · RIA to RIA · moved with a team
- Brookshire Wealth Management to Southport Capitalleft Mar 29, 2021, registered Mar 4, 2021 (-25 days) · Other · moved with a team
- Sivel Capital Management, Inc to Brookshire Wealth Managementleft Feb 22, 2018, registered Feb 8, 2018 (-14 days) · Other
- Citicorp Investment Services to Sivel Capital Management, Incleft May 29, 2007, registered Jul 23, 2015 (2977 days) · Other
- Columbia Management Advisors, Inc. to Citicorp Investment Servicesleft Sep 2, 2004, registered Oct 24, 2006 (782 days) · Other
Signals
- Bruce Alan Dipietro left Brookshire Wealth Management for Concurrent Investment Advisors, Llc (registered 2025-10-21)Dec 31, 2025 · Advisor changed firm · fact
- Bruce Alan Dipietro left Wealthsource? for Brookshire Wealth Management (registered 2022-09-13)Nov 30, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address